Yvonne Curran signed Argano, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Argano, LLC's EIN is 85-1176161.
Download the official 2024 Form 5500 (PDF) for Argano, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Argano, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & COMPANY INC. | — | WINSTON-SALEM, NC | FINANCIAL ADVISOR | $65K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO, LLP | 94-6214841 | — | TPA | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 84,845 shares | Mutual Funds | — | $85K | $17.3M | 14.0% | |
| John Hancock Funds 2035 Lifetime Blend Portfolio Class R6 1,284,681 shares | Other securities | — | $1.3M | $16.6M | 13.4% | |
| John Hancock Funds 2030 Lifetime Blend Portfolio Class R6 947,247 shares | Other securities | — | $947K | $11.5M | 9.3% | |
| John Hancock Funds 2045 Lifetime Blend Portfolio Class R6 588,239 shares | Other securities | — | $588K | $8.4M | 6.8% | |
| John Hancock Funds 2040 Lifetime Blend Portfolio Class R6 566,841 shares | Other securities | — | $567K | $7.8M | 6.3% | |
| John Hancock Funds 2050 Lifetime Blend Portfolio Class R6 463,069 shares | Other securities | — | $463K | $6.8M | 5.5% | |
| T. Rowe Price Blue Chip Growth Fund 34,463 shares | Other securities | — | $34K | $6.5M | 5.2% | |
| John Hancock Funds 2025 Lifetime Blend Portfolio Class R6 549,969 shares | Other securities | — | $550K | $6.2M | 5.1% | |
| John Hancock Funds 2055 Lifetime Blend Portfolio Class R6 428,337 shares | Other securities | — | $428K | $6.2M | 5.0% | |
| John Hancock Funds Lifestyle Blend Growth Portfolio Class R6 457,958 shares | Other securities | — | $458K | $5.8M | 4.7% | |
| John Hancock Funds 2060 Lifetime Blend Portfolio Class R6 214,229 shares | Other securities | — | $214K | $3.4M | 2.8% | |
| JOHN HANCOCK STABLE VALUE CLASS R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | $2.8M | $2.8M | 2.3% | |
| John Hancock Funds Disciplined Value Fund Class R6 96,882 shares | Other securities | — | $97K | $2.2M | 1.8% | |
| American Funds American Balanced Fund Class R-6 61,413 shares | Mutual Funds | — | $61K | $2.1M | 1.7% | |
| Vanguard Explorer Fund Admiral Shares 17,570 shares | Mutual Funds | — | $18K | $1.9M | 1.5% | |
| Fidelity Small Cap Blend Index Fund 66,043 shares | Common Collective Trusts | — | $66K | $1.8M | 1.5% | |
| John Hancock Funds Lifestyle Blend Aggressive Portfolio Class R6 133,571 shares | Other securities | — | $134K | $1.8M | 1.4% | |
| Self-Directed Brokerage Accounts * Brokerage Account 1,749,811 shares | Self-Directed Brokerage | — | $1.7M | $1.7M | 1.4% | |
| Fidelity International Index Fund 29,489 shares | Common Collective Trusts | — | $29K | $1.4M | 1.1% | |
| Various maturity dates through June 2043 * Notes receivable from participants interest rates of 3.25%–9.50% | Bonds / Notes | — | — | $1.2M | 0.9% | |
| Dodge & Cox International Stock Fund Class I 19,135 shares | Mutual Funds | — | $19K | $955K | 0.8% | |
| DFA U.S. Targeted Value Portfolio Institutional Class 27,383 shares | Mutual Funds | — | $27K | $941K | 0.8% | |
| Federated Hermes Institutional High Yield Bond Fund 104,409 shares | Other securities | — | $104K | $925K | 0.7% | |
| John Hancock Funds 2065 Lifetime Blend Portfolio Class R6 65,577 shares | Other securities | — | $66K | $923K | 0.7% | |
| John Hancock Bond Fund Class R6 64,749 shares | Other securities | — | $65K | $864K | 0.7% | |
| John Hancock Funds 2010 Lifetime Blend Portfolio Class R6 80,663 shares | Other securities | — | $81K | $800K | 0.6% | |
| John Hancock Funds Lifestyle Blend Balanced Portfolio Class R6 66,314 shares | Other securities | — | $66K | $761K | 0.6% | |
| American Funds New World Fund Class R-6 9,695 shares | Mutual Funds | — | $10K | $746K | 0.6% | |
| John Hancock Funds Lifestyle Blend Moderate Portfolio Class R6 59,283 shares | Other securities | — | $59K | $641K | 0.5% | |
| John Hancock Funds 2015 Lifetime Blend Portfolio Class R6 57,626 shares | Other securities | — | $58K | $591K | 0.5% | |
| BlackRock Global Allocation Fund, Inc. Institutional Shares 31,002 shares | Common Stocks | — | $31K | $580K | 0.5% | |
| John Hancock Funds 2020 Lifetime Blend Portfolio Class R6 30,788 shares | Other securities | — | $31K | $331K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio 26,390 shares | Mutual Funds | — | $26K | $284K | 0.2% | |
| American Funds EuroPacific Growth Fund Class R-5 4,953 shares | Mutual Funds | — | $5K | $266K | 0.2% | |
| JPMorgan U.S. Government Money Market Fund 190,805 shares | Cash / Money Market | — | $191K | $191K | 0.2% | |
| John Hancock Funds Lifestyle Blend Conservative Portfolio Class R6 15,009 shares | Other securities | — | $15K | $151K | 0.1% | |
| AB Global Bond Fund Class A 9,740 shares | Other securities | — | $10K | $67K | <0.1% | |
| John Hancock Stable Value Guaranteed Income Fund 5,733 shares | Stable Value | — | $6K | $60K | <0.1% | |
| PIMCO All Asset Fund Administrative Class 2,542 shares | Mutual Funds | — | $3K | $28K | <0.1% |